PLATFORMS
Financial planning
BT Funds Management will offer its nine Partner Funds to the retail market and allow investors to access investment managers previously only available through its wrap pl...
Financial planning
When ING unveiled its Tandem Financial Advice dealer group in August 2002, the result of merging its Lynx, Partnership Planning and AustAdvisers dealer groups, the market...
Financial planning
UBS Global Asset Management (GAM) has repeated its success in the Money Management/Assirt Fund Manager of the Year Award by taking out top honours with a second back to b...
Editorial
Investors Mutual has taken out the Australian equities category of Money Management/Assirt Fund Manager of the Year Award for the second year running....
Financial planning
Managed funds research house Assirt has given Citigroup Asset Management Australia (CitiAM) a mixed report card stating it is performing well in domestic markets but need...
Financial planning
Platforms may make financial planners’ lives easier, but Lisa Bowman asks whether they offer consumers value for money, and whether fee levels will change going forward....
Funds management
With over two decades in the game, dealer manager Michael Summers has always kept his practices ahead of their time. John Wilkinson reports....
Financial planning
Badging’s success is unrivalled in getting planners to make use of them. Jason Spits looks at where the numbers fall....
Financial planning
If you’re looking for bells and whistles in a platform, you are spoiled for choice in this country. Julie Bennett looks at what’s on offer and what purpose it serves....
Funds management
The listed property team at Principal Global Investors (PGI) will leave the group in a month after its three members, Stuart Stuckey, Mark Thorpe-Apps and Ern Koh, resign...
Financial planning
Tower Australia has reinforced its move back into the risk insurance side of the industry with the appointment of two senior executives in the group’s sales and distribut...
Financial planning
Guardian Financial Planning was created as a haven for risk-based advisers in the face of the Financial Services Reform Act (FSRA) and, as Simon Segal writes, the group h...
Financial planning
Investment administrator Ausmaq together with business partners Accenture, Microsoft Financial Services, Intel and Web Central yesterday launched mainhub, an electronic h...
Rate the raters
The last 12 months were as turbulent for research houses as for the managers they rate and, as Jason Spits writes, this was reflected in the second annual Rate the Raters...
Financial planning
Godfrey Pembroke has long been regarded as a premium financial planning group, but with new owners and a new chief, will it retain that crown? Lucie Beaman looks at the G...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...